Page 121 - MayDefComp
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19
RST 2 4 5 2 4 2 2 1 4 6 3 34
19 31
Retirement outcomes Participant Action Consolidate 3 1 2 1 2 1 1 1 1 2 15
TRAK
2
2
4
2
6
3
1
4
4
2
2
Not for Use with Plan Participants
Save Asset Allocation More 2 1 3 2 5 3 2 1 4 5 4 2 3 1 2 2 2 1 1 1 1 29 19
Enroll 6 5 8 11 30
Individual Meeting Attendees 2 4 9 2 9 2 2 1 4 6 3 7 51
Group Meeting Attendees 12 9 4 4 12 8 11 36 For Advisor and Plan Sponsor Use Only –
Onsite meeting results
Location 455CC SMMC SMMC SMMC SMMC YSC YSC SMMC 455 CC 455CC REMOTE NEBO TEAMS TEAMS TEAMS TEAMS TEAMS NEBO 13
Date 3/2 3/2 3/3 3/4 3/4 3/4 3/5 3/5 3/9 3/10 3/13 3/16 3/16 3/17 3/25 3/26 3/27 3/30 12
Prescribe: Targeted messages, meetings One-to-One Messaging Diagnose: The MassMutual RetireSMART SM Ready Tool RS-41492-00

